Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$8.76M Sell
2024
Q3
$4.54M Buy
2024
Q1
Sell
2023
Q4
$2.01M Buy
2022
Q1
Sell
2021
Q4
$2.66M Buy
2018
Q3
Sell
2018
Q2
$833K Buy
2018
Q1
$508K Buy
2017
Q1
Sell
2016
Q4
$3.2M Sell
2016
Q3
$3.69M Buy
2016
Q2
Hold